Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO SolutionsYour Family Office
Business Management
Business Owners
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Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
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Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
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Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
Entertainers & Athletes
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Entertainers
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Business Management
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
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Business Management
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Athletes
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Career Phase Strategies & Business Management
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
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Career Phase Strategies & Business Management
Institutions – OCIO Solutions
Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO SolutionsYour Family Office
Business Management
Business Owners
-
Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
-
Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
-
Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
Entertainers & Athletes
-
Entertainers
-
Business Management
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
-
Business Management
-
Athletes
-
Career Phase Strategies & Business Management
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
-
Career Phase Strategies & Business Management
Institutions – OCIO Solutions
Scott Morrison
Associate Wealth Advisor, Development Specialist, Colony Sports, and Entertainment
FOCUS AREAS
Executives
Professionals
Athletes
Retirees
CLIENT SPECIALTY
Investment Strategies
Multi-Generational Planning
Estate Planning
Career Phase Strategies for Athletes
Scott is an Associate Wealth Advisor at The Colony Group, working with a team of wealth advisors to provide wealth management, investment management, financial planning, and estate planning to their high net worth and ultra-high net worth individuals and families. His passion for working with clients to achieve their financial goals while looking through a planning lens is what led him to private wealth management.
Scott is also a Development Specialist within Colony Sports and Entertainment, working predominantly with professional baseball players. With the complexity that comes with being a professional athlete, Scott recognizes the important role he plays for his clients in helping to achieve their off the field goals.
Prior to joining The Colony Group, Scott worked for First Republic Private Wealth Management in their estate and business planning division. During his time at First Republic, Scott worked on analyzing and developing complex estate planning strategies and financial planning for the firms largest clients.
Scott earned his Bachelor’s degree from Fairleigh Dickinson University in Teaneck, New Jersey and his Master’s degree from Lynn University in Boca Raton, Florida. He is also a candidate to obtain his CFP® designation through the University of Miami.
Outside of work, Scott loves to spend time with his wife and son, playing golf, and travel. He is also an avid New York sports fan – Mets, Jets, Rangers, and Knicks.
Published Insights
Financial Planning Lessons You Can Learn From Professional Athletes
April 25, 2023
What is one of the most common characteristics you’re seeing in today’s professional athletes when it comes to their wealth? Scott Morrison: Players are coming in extremely interested in...